Post on 01-Jul-2015
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Transparent and Flexible
DisplayPresented by:
Du Pei – A0134166
Ma Yue – A0133465
Miao Dongchen – A0133499
Zhang Haoxin – A0133720
Zhang Siyu – A0133782
Agenda
Introduction
Value proposition
Market Segment & Customer Selection
Value Capture
Scopes of Activities
Strategic Control
Conclusion
What is Transparent and Flexible OLED
Transparent OLED (TOLED)
• Transparent substrate, cathode and anode
• Bi-direction light emission
• Passive or Active Matrix OLED
• Useful for heads-up display• Transparent projector screen
• glasses
What is Transparent and Flexible OLED
Foldable(Flexible) OLED
• Flexible metallic foil or plastic substrate
• Light weight and ultra thin
• Reduce display breaking
What is Transparent and Flexible OLED
Transparent + Flexible OLED• Transparent and plastic substrate with transparent cathode
and anode
Agenda
Introduction
Value proposition
Market Segment & Customer Selection
Value Capture
Scopes of Activities
Strategic Control
Conclusion
Transparent OLED display - value propositions
• Possess the advantage of OLED Richer (Lifelike) colors, faster response time, Power efficiency and etc…
• Transparence - Augment realities. Realize 3D effect by piling several transparent OLED display together.
Transparent OLED display - value propositions
• Transparence - Augment realities. Show the details of Scenery you see
Transparent OLED display - value propositions
• Transparence - Augment realities. Can be display windows showing details of goods and exhibits and adding
values to exhibits and goods.
Transparent OLED display - value propositions
• Bi-direction displaying.
• You can see in the front and back of the Display panel. Advance working.
Transparent OLED display - value propositions
• Bi-direction displaying.
• Double displaying games:
Flexible OLED display - value propositions
• Possess the advantage of OLED Richer (Lifelike) colors, faster response time, Power efficiency and etc…
• Curved display Curved TV, Curved mobile devices
Flexible OLED display - value propositions
• Fordable Fordable mobile devices.
• Flexible – Resistance to external force
• Can be Ultra thin.
• Compatible to Roll-to-Roll printing Mass production, lower cost
Transparent and Flexible OLED display - value propositions
• Making transparent display products flexible.
• Making flexible display products transparent. • Exploit the applications and enhance performance.
• Giving much sense of high-tech Aesthetics for being both transparent and flexible.
Samsung – leader of display market
• Leading developer and integrator of transparent LCD solutions for retail and advertising; yet to make commercial debut with OLED based transparent and flexible displays.
• Currently working on transparent display panels for mobile application.
• Offers medium to large sized transparent display panels; large sized panels targeted at advertising billboards and refrigerator door .
• Being the largest supplier of active matrix OLEDs, Samsung is likely to become a major player in the domain of transparent and Flexible displays as well.
Agenda
Introduction
Value proposition
Market Segment & Customer Selection
Value Capture
Scopes of Activities
Strategic Control
Conclusion
Market Segment
Samsung TOLED/FOLED/
TFOLED
Display PanelElectronic Products
Large Scale
Medium and Small Scale
Smart Window, Public Display, Display Window, etc…
TV, Monitor, Notebook PC, Augment Reality Display, Gaming House; Mobile Phone, Music Player, Automobile, Camera, MP3, DVD Players, etc…
Customer Selection
• Focus Groups:
• Mobile Device producer
• Travel enthusiast
• Domestic appliance producer (Like refrigerator interface)
• Architects
• Corporate Show Room and Department Store
• Education
Customer Selection
Mobile Device producer• Light weight and ultra thin
• Reduce display breaking
Customer Selection
Travel enthusiast • Capture the buildings near you
• Show the details of Scenery you see
Customer Selection
Domestic appliance producer • Show what you have put in the refrigerator
• Show the expiration date of the food
• Show the nutrition of the food
Customer Selection
Architects• Beautify our city
• Transmittance of the glass
• Commercial purpose
Customer Selection
Corporate Show Room and Department Store• Attract female customers
• Benefits retailers
Customer Selection
Education• Transparent blackboard
• No need to turn around
• Students may be curious about it and concentrate on what the teacher say
• Students can sit on the both side of the blackboard
Value Chain
suppliersApplication
ServiceProvider
Retailer ConsumerReture
& recyclingPanel
makers
OLEDdevice
technologyR&D
OEM
Cathod &Anode,
Substrate(provider),Driver ICs
OLED Color filtersConductiveLayerChemical
IPR for:TOLED, FOLED,
TFOLED ; Material
improvements
TOLEDPanel Maker,FOLED Panel
Maker, TFOLED
Panel Maker
Smart WindowSmart Container
Smart glassesTV, MonitorNotebook
Mobile PhonePublic Display
CameraAutomotive Monitor
MP3Gaming stations
DVD Players
Dept StoreDirect CatalogueDistributorsE commerceMass MerchantsNational Chain
CollectionRefurbishmentDismantlingRecycling CompinentsRecycling MaterialsBio-decay
AmericaJapanEuropeChinaAsia PacificMiddle East
OSApplications
Agenda
Introduction
Value proposition
Market Segment & Customer Selection
Value Capture
Scopes of Activities
Strategic Control
Conclusion
Value CaptureSupplier R&D
Panel Maker
OEM
Large Scale
Medium Scale
Small Scale
Customized Design &
Application Service Provider
vendors
System Maintenance
Service Provider
End User--- Customer
Design/ Application order
Display solution-> <-products
mar
ket
feed
bac
k->
License fees->
<-Technical Spec
<-Serving fees
Troubleshooting/maintenance->
<-Franchise
Products->
Pane
ls->
Supplier R&D
Panel Maker
OEM
Large Scale
Supplier R&D
Panel Maker
OEM
Large Scale
Customized Design &
Application Service Provider
Distribution &Installation
Service Provider
System Maintenance
Service Provider
End User--- Customer
Design/ Application order
Products->
Display solution-> <-products
mar
ket
feed
bac
k->
License fees->
<-Technical Spec
<-Serving fees
Troubleshooting/maintenance->
Pane
ls->
Supplier R&D
Panel Maker
OEM
Medium Scale
Small Scale
Supplier R&D
Panel Maker
Customized Design &
Application Service Provider
vendors
System Maintenance
Service Provider
End User--- Customer
Design/ Application order
Display solution-> <-products
mar
ket
feed
bac
k->
License fees->
<-Technical Spec
<-Serving fees
Troubleshooting/maintenance->
<-Franchise
Products->
Pane
ls->
OEM
Medium Scale
Small Scale
Agenda
Introduction
Value proposition
Market Segment & Customer Selection
Value Capture
Scopes of Activities
Strategic Control
Conclusion
Samsung history
• The rise from manufacturer of low end, cheap knockoffs to becoming the 9th best global brand
Samsung SWOT analysis
• Strength: • Brand: 9th best global brand; 19th in brand value (Sources: InterBrand).
• Focus on Innovation product. Focus on high end market.
• Leader in display: 15.1% market share. Potential to be a major player in TOLED, FOLED and TFOLED market.
• Mobile phones: 21.6% market share (Sources: Samsung Electronics Strategies)
• Largest TV manufacturers: 15.1% global market share.
• A major player in many Domestic appliances. 13.5% and 9.2% market share in washing machine and refrigerator respectively.
• Weaknesses:• Lack of product differentiation.
• Main competitors are largest customers.
Samsung SWOT analysis
• Strength: • Brand: 9th best global brand; 19th in brand value (Sources: InterBrand).
• Focus on Innovation product. Focus on high end market.
• Leader in display: 15.1% market share. Potential to be a major player in TOLED, FOLED and TFOLED market.
• Mobile phones: 21.6% market share (Sources: Samsung Electronics Strategies)
• Largest TV manufacturers: 15.1% global market share.
• A major player in many Domestic appliances. 13.5% and 9.2% market share in washing machine and refrigerator respectively.
• Weaknesses:• Lack of product differentiation.
• Samsung’s own Software applications are not popular.
• Main competitors are largest customers.
Samsung SWOT analysis
• Opportunities brought by TFOLED:• Increase diversity of product.
• Further improve the reputation of Samsung of being high-end and inspiring digital life.
• Potential to use TFOLED to enter new market (Like Transparent and Flexible PC, wearable devices, True color E-book)
• Being first mover to and Dominant the future display and Domestic appliances market.
• Strong partner relationship with high end electronic product organizations.
• Threat brought by TFOLED :• Product cannibalization.
• Increasing R&D expenses.
• Uncertainty of customer preferences.
Samsung Scope of Activity
OLED
Device
Technology
R&D
Fabrication
equipment
R&D
Manufacture
of
Fabrication
equipment
OLED
base
Material
production
R&D for
production
process
R&D for
OLED base
Materials,
For volume
production
OLED
components
manufacture
FPD
Screen
Manufacture
In volume
IPR licensing
For fabrication
process
OLED
Production
Technology
licensing
OLED
Technology
licensing
1 Basic R&D for IPR licensing
2 OLED base material manufacture
4 OLED production line equipment 5 OLED screen manufacture
End-UsersReturn &
recycling
Branded
sales &
distribution
& Retailer
7 OLED screens in end-usersCathod & Anode
Substrate
Color filter
Conductive layer
supplier
3 OLED raw material supplier
Collaborate
with
supplier
Touch application
Display application
Operation application
6 OLED Application service provider
Alliance
with
provider
Samsung Scope of activities
• To handle the threat and weakness:
suppliersReture
& recycling
Application Service
ProviderRetailer
OLEDdevice
technologyR&D
ConsumerPanel
makersOEMOutsource
Collaboration
Agenda
Introduction
Value proposition
Market Segment & Customer Selection
Value Capture
Scopes of Activities
Strategic Control
Conclusion
Samsung Strategic Control
Product Strategy Marketing Strategy
Multiple brand strategyIP protection
Product competitiveness
Product portfolio
Mobile phone first
Exclusive experience store
Partnership
Global sponsorship
Samsung Product Strategy for TFOLED
• High price strategy with high margin.
• Safety
• Quality
IP
protection
Product
competitive
ness
TEXT
Product
portfolio
Samsung Product Strategy for TFOLED
IP
protection
• Short-term technologicalleadership
• Complementary nature
• Patent Thicket
• Standards & Partnership
Product
competitive
ness
Samsung Product Strategy for TFOLED
• High entry price and high marginpolicy
• Safety
• High quality
Product
portfolio
Samsung Product Strategy for TFOLED
• End products
• Displays for end products—modular design
Samsung Marketing Strategy for TFOLED
Multiple brand strategy
Mobile phoneExclusive
experience storeComplementary
assetsGlobal
sponsorship
Samsung Marketing Strategy for TFOLED
• Multiple Brand Strategy:• Obtain greater shelf space and leave
little for competitors’ products
• Fill price and quality gaps
• Cater to brand-switchers users
• Generate internal competition
Samsung Marketing Strategy for TFOLED
• Mobile phone:• Marketing focus on mobile phone because
highest ROI
• Increasing on advertising expenditure, from 1% to 3.5%
• Establishing a company-wide “Global Marketing Team”
Samsung Marketing Strategy for TFOLED
• Exclusive Experience Outlet:• More experience outlets should be set up in
different countries
• Sellers are required to demonstrate the unique function of TFOLED products
• Interact with customers
Samsung Marketing Strategy for TFOLED
• Complementary assets:• Retailers
• Collaborate with OEM players to manufacture products with high quality
• Alliance with premium brands to raise product features(hard ware & software)
Samsung Marketing Strategy for TFOLED
• Global sponsorship:• Sport events are the key choice
• Fashion Week with visibility in premium locations
• TV series and movies
• Charity
Q&A